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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,389 | $171,492-63.0% | $150,734-57.9% | $198,609-68.1% |
| Participation rate | 41.7% | 81.4%-39.7pp | 78.4%-36.8pp | 82.4%-40.7pp |
| Annual return | 24.51% | 804.70%-780.2pp | 600.81%-576.3pp | 202.70%-178.2pp |
| Employer contribution / active EE | $1,422 | $5,470-74.0% | $4,918-71.1% | $5,055-71.9% |
| Participant deferral / active EE | $5,442 | $6,259-13.0% | $5,610-3.0% | $6,977-22.0% |
| Admin fee / account holder | $1,544 | $17,628-91.2% | $14,905-89.6% | $19,030-91.9% |